Nauset Wealth Management’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Nauset Wealth Management’s Portfolio FDN Stock Details FDN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	$2.04M	Sell	10,873 -681	-6%	-$130K	1.62%	17
2021 Q4	$2.61M	Buy	+11,554	New	+$2.74M	2.49%	13

Other funds holding FDN

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Nauset Wealth Management's FDN Position: Q1 2022 in Review

Nauset Wealth Management reduced its First Trust Dow Jones Internet Index Fund ETF (FDN) stake by 5.9% in Q1 2022, selling an estimated $130K and leaving 10,873 shares worth $2.04M. The position accounts for 1.62% of the portfolio, ranked #17.

Nauset Wealth Management first reported a position in FDN in Q4 2021 and has held it in 2 quarters since. The position peaked at $2.61M in Q4 2021. 480 funds tracked by Wall St. Rank hold FDN as of Q1 2022.

Nauset Wealth Management held 10,873 shares of First Trust Dow Jones Internet Index Fund ETF worth $2.04M as of Q1 2022.
Nauset Wealth Management sold 681 First Trust Dow Jones Internet Index Fund ETF shares in Q1 2022, an estimated $130K.
First Trust Dow Jones Internet Index Fund ETF made up 1.62% of Nauset Wealth Management's portfolio in Q1 2022, its #17 holding.
Nauset Wealth Management first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q4 2021 and has held it in 2 quarters since.
Nauset Wealth Management's First Trust Dow Jones Internet Index Fund ETF position peaked at $2.61M in Q4 2021.
480 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q1 2022.

Based on Nauset Wealth Management's 13F filing for Q1 2022, filed 28 Apr 2022.